Your Life Your Legacy

Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference.

About Catherine Bell:

Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of “Financial Jedi Master” for her ability to transform timelines and fuel her investors’ success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches. 

Catherine’s unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime. 

Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to:

• Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact.
• Uncover the secrets behind constructing a robust passive income through smart real estate investments.
• Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future.
• Learn how anyone, regardless of financial bracing, can make significant contributions to society.
• Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations.

Here is what to expect on this week’s show:

• Resilience Triumphs: Catherine Bell’s story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity.
• Transformative Adoption: Adopted at 16, Catherine’s life transformed, emphasizing the power of new beginnings and personal growth.
• Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others.

“Money is like oxygen – the more you have, the easier it is to breathe… the bigger the difference in the world you can make.” 

– Catherine Bell

Connect with Catherine Bell: 

LinkedIn: https://www.linkedin.com/in/catherinebell-tig/ 

Website: https://www.titanimpactgroup.com/ 

About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating.  As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/ 

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

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Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?

About Sheri Kohlmann:

Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. 

She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources.

Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to:

●    Delve into preserving personal narratives to dictate the values of tomorrow.

●    Get insights on fostering communal bonding through guided autobiography.

●    Grasp the magnitude of love’s power in shaping our actions and outlook.

●    Recognize the role of modern technology in expanding global reach.

●    Grasp the significance of personal stories in initiating healing processes and mending relationships.

Here is what to expect on this week’s show:

●    Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning.

●    Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans.

●    Sheri’s unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.

“Sometimes the area in which we’ve had the most pain or the most challenges can be the area where we can also have the biggest impact.”

– Sheri Kohlmann

Links Mentioned:

Connect with Sheri Kohlmann:

Facebook: Sheri Kohlmann

Instagram: sherikohlmann

LinkedIn: https://www.linkedin.com/in/sherikohlmann/

Email: sheri.kohlmann@gmail.com

Website: www.morethanwordsinc.com 

About your guest host, Katie Beth Hand:

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York.

Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law, including the establishment of 501(c)(3) organizations and LLCs, as well as the purchase and sale of real estate.

Listen to this informative Your Life. Your Legacy. episode with Natalie Felsenfeld as she walks us through her work as an attorney and what makes her approach to estate planning unique. We also discuss how to build rapport with your clients and get them to open up to you, what to consider before signing your will, and the importance of work-life balance.

Here is what to expect on this week’s show:

• As an attorney, it is essential that your clients understand what they are signing, what these documents are used for, and what will happen in the future for estate administration.
• It all starts with a conversation, with you trying to connect with your clients on a more personal level before going deeper into the assets to help them in preparing their will.
• The best part about going solo is having a very good work-life balance where you can offer a more boutique experience to your clients while also being able to do what you love and desire.
• Comfortability is the key. When your clients are in a comfortable environment, particularly their homes, they will tell you more information and you will learn a lot more about them.

Connect with Natalie:

Website: https://www.nsflegal.com/

Email: nfelsenfeld@nsflegal.com

Phone: 914-323-8052

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Discover the untold story of John Jennings, the finance and law expert whose journey took an unexpected turn. Brace yourself for an emotional rollercoaster as you uncover the surprising twist that made him revolutionize the way the ultra-rich navigate wealth. Are you ready to learn the secret to aligning money with personal values and goals for true fulfillment? Stay tuned to find out.

About John Jennings:

John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University.

Listen to this informative Legacy Leaders episode with John Jennings where he shares how to:

●    Gain insight into effective strategies for family philanthropy and how to bridge generational gaps in giving.

●    Learn how to efficiently manage wealth while undeniably instilling values in upcoming generations.

●    Explore the influence of the financial outlook on personal happiness and overall life satisfaction.

●    Acquire an understanding of designing estate planning and tax strategies according to individual needs.

●    Discover the critical relevance of aligning monetary resources with personal life goals and values.

Here is what to expect on this week’s show:

●    John emphasizes the significance of investing in experiences rather than material possessions, as well as the benefits of nurturing social connections. He also highlights the need for wealthy individuals to understand their family legacy and how their resources can positively impact their own lives and the lives of others

●    John also delves into the correlation between wealth and happiness, debunking common misconceptions and providing evidence-backed tips for finding fulfillment through money.

●    With his upcoming book, The Uncertainty Solution, John offers additional resources for making confident financial decisions in an unpredictable world

“Being wealthy means having your wants and needs met, and anything above that is just the gravy. ”

– John Jennings

Links Mentioned:

The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown:

https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF  

The Haimish Line by David Brooks:

https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html

Connect with John Jennings:

Twitter: https://twitter.com/bigdogtwo

LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/

The IFOD: https://www.theifod.com/

Website: https://johnmjennings.com/

St. Louis Trust and Family Office: https://www.stlouistrust.com/

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Have you heard these myths about financial management? Myth #1: One-size-fits-all financial solutions are effective for every business. Myth #2: Outsourcing financial management is expensive and unnecessary. Myth #3: Only big businesses need to worry about financial management. The truth is, every business has unique financial needs and tailoring solutions to fit those needs is crucial for success. Ross Dietrich, a financial management expert, will share insights on how to identify and address your business’s specific financial challenges, ultimately leading to improved financial management and decision-making. Don’t fall for these myths, join us for an eye-opening discussion with Ross Dietrich.

About Ross Dietrich:

Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters.  

Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children. 

Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years.

Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to:

• Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field.
• Master the essential financial knowledge that empowers small businesses to maximize their growth potential.
• Formulate customized solutions designed to resonate with your clients’ individual requirements.
• Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business’s success.
• Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members.

Here is what to expect on this week’s show:

• Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth.
• A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals.
• By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business.

“Most people are really good at what they do in their business. Generally, they’re not really good business people in a sense that they just don’t know the numbers. That’s what I do. ” 

– Ross Dietrich

Links Mentioned: 

https://www.pricekong.com/  (Price Kong Website)

Connect with Ross Dietrich: 

LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/ 

Email: rdietrich@pkcpa.com  

Price Kong Contact Information:

5300 N. Central Ave #200 Phoenix, AZ 85012

(602) 776-6300

(602) 279-4537

info@pkcpa.com

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Does this sound familiar? You have been working towards leaving a lasting impact but are struggling to make progress. Maybe you’ve been told to focus solely on leaving a legacy, but deep down, you know there is more to it than that. You want to create something that will stand the test of time, something that will make a difference for generations to come. The pain of feeling like you’re not making a significant impact can be overwhelming. But the good news is, you’re not alone, and there is a better way. In this episode, we explore the importance of creating a meaningful heritage alongside a legacy, and how it can lead to a lasting impact.

About George Steiner:

George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations. 

Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle. 

Listen to this informative Legacy Leaders episode with George Steiner where he shares how to:

• Unveil the importance of a strong long-term vision and dedication to your life’s calling.
• Delve into the essential components of supporting young adults transitioning out of orphanages.
• Comprehend how to create an enduring heritage along with a significant legacy.
• Examine the progression towards foster care in Russia, transitioning from institutionalized systems.
• Learn to tackle challenges and errors through obedience and unwavering commitment.

Here is what to expect on this week’s show:

• The success of an organization depends on strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve.
• Addressing the needs of post-orphanage care is crucial in providing support to young adults transitioning out of orphanages. 
• Discovering one’s role in life is about recognizing personal passions, talents, and opportunities that align with them. Finding a fulfilling role allows people to use their unique qualities for the greater good. 

“One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ” 

– George Steiner

Links Mentioned: 

http://orphanstree.org/ (Orphan’s Springs Website)

Connect with George Steiner: 

Email: gsteiner@orphanstree.org

Orphan’s Springs information:

719-359-8449

PO Box 62904, Colorado Springs, CO 80962

Donate here: http://orphanstree.org/donate 

Website: http://orphanstree.org/ 

Facebook: https://www.facebook.com/orphanstree/ 

Twitter: https://twitter.com/OrphansTree 

YouTube: https://www.youtube.com/user/orphanstree

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If you’re feeling overwhelmed and anxious about the thought of your complex estate or blended family’s future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you’re gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected.

About Leighton Tyau:

Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support

Listen to this informative Legacy Leaders episode with Leighton Tyau about:

●    Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions.

●    Learn how tax planning is the cornerstone for protecting your financial future.

●    Debunk common estate planning myths, such as families avoiding disputes over assets.

●    Uncover the necessity of crafting unique plans for clients with intricate estate requirements.

●    Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones.

Here is what to expect on this week’s show:

●    Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones’ financial well-being upon their passing.

●    While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual’s lifetime and after death.

●    One such misconception is that family members won’t dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord.

●    Professional estate and tax planning can preserve and grow a person’s assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes.

●    By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected.

“Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client’s family.”

– Leighton Tyau

Links Mentioned:

Connect with Leighton:

LinkedIn: https://www.linkedin.com/in/leighton-tyau/

Information on Leighton’s Company:

Website: https://copperstateplanning.com/

Phone Number: 480-442-6413

Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048

      By Appointment Only

      2999 N 44th St Suite 450, Phoenix, AZ 85018

      By Appointment Only

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Do you want to ensure your family’s future is protected and secure? Are you seeking peace of mind and privacy? Look no further, because the solution is estate planning. As a guest, I will share with you the importance of estate planning and how it can provide you with the result you desire – a secure future for your family. With estate planning, you can have control over your assets and ensure your loved ones are taken care of according to your wishes. Let’s take the first step towards achieving your desired outcome and implement estate planning today.

About Daniel Esparza:

He obtained his Juris Doctor from the Indiana University Maurer School of Law, where he served as an associate and assistant editor for the nationally recognized Indiana Law Journal. He concurrently received his Master of Business Administration (MBA) from the Sungkyunkwan University Graduate School of Business in Seoul, South Korea. After completing his education, he returned to his roots in Arizona, where he primarily practices in the areas of estate planning, probate, and guardianship. His probate litigation experience includes removing non-compliant trustees and voiding legal documents that created undue influence.

Listen to this informative Legacy Leaders episode with Daniel Esparza about:

●    Implementation of estate planning for family protection

●    The benefits of a pour-over will for privacy and expediting probate

●    Consulting an attorney for estate planning needs

●    Common issues and misconceptions in estate planning

●    Peace of mind and knowledge through estate planning

Here is what to expect on this week’s show:

●    Discover the significance of estate planning for securing tranquility for clients and their loved ones.

●    Unravel the distinctions between trusts and pour-over wills to streamline choices for your clientele.

●    Tackle the obstacles in estate planning by addressing misconceptions about intestacy laws and co-ownership.

●    Learn about advocating in law and how to safeguard clients while circumventing potential issues.

●    Recognize the advantages of seeking advice from an estate planning attorney for valuable direction in long-term preparations.

“It’s not death planning, it’s life planning we have to take care of here and now, too. ”

– Daniel Esparza

Links Mentioned (Daniel Esparza’s current company) :

https://www.lwazlaw.com/ (Lincoln and Wenk)

Contact Lincoln and Wenk at 623-201-8773

Connect with Daniel:

LinkedIn: https://www.linkedin.com/in/daniel-j-esparza-05267735/

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Bob Sewell’s journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob’s mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question…

About Bob Sewell:

Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner.

Listen to this informative Legacy Leaders episode with Bob Sewell about:

●    Legacy Planning

●    Estate Planning Misconceptions

●    Estate Planning Gone Wrong

●    Essential Estate Planning Documents

●    Benefits of a Living Will

Here is what to expect on this week’s show:

●    Uncover the critical role of comprehensive estate planning documents in managing asset allocations.

●    Debunk prevalent myths regarding trusts and their function in shielding from creditors’ claims.

●    Understand the necessity for reliable experts when it comes to estate planning and making wise investments.

●    Delve into the complications of probate litigation, while examining its costs and worth.

●    Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it.

“If you don’t plan, the government has a plan for you and that plan may not be what you want.”

– Bob Sewell

Connect with Bob:

LinkedIn: https://www.linkedin.com/in/robertsewell/

Websites: http://legalreports.blogspot.com/(Blog)

      https://www.davismiles.com/(Company)

Contact Bob Sewell’s office at: 4807336800.

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Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies.

About Ty Supancic:

Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father’s family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty’s dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly.

Listen to this informative Legacy Leaders episode with Ty Supancic about:

●    Common Issues in Estate Planning

●    Poorly Constructed Estate Planning

●    Navigating Complexities in Planning

●    Denial and Passion

Here is what to expect on this week’s show:

●    Develop an understanding of the importance of estate planning for addressing inevitable life events.

●    Hone your ability to work effectively with family members and experts in matters of estate planning.

●    Learn flexible strategies for tailoring an estate plan that reflects your values and goals.

●    Familiarize yourself with insurance-based options as powerful instruments for giving back to society.

●    Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them.

“Anything is possible as long as you think about it and plan for it. ”

– Ty Supancic

Links Mentioned:

https://transformativemediation.com/

Connect with Ty:

Facebook: https://www.facebook.com/thelawcollaborative/

LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/

Websites: https://thelawcollaborative.com/learning-center/blog/(Blog)

      https://thelawcollaborative.com/(Company)

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